Agile CRM + Sellsy Integration

Integrate Agile CRM to Sellsy in one click, or tell Integrately AI how you want each contact handled. Create contacts, sync deals, update company records, and trigger follow-ups automatically.

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1.
  • Agile CRM
    Contact is created in Agile CRM
  • Agile CRM
    Tag is added to contact in Agile CRM
  • Agile CRM
    Deal is created in Agile CRM
  • Agile CRM
    Deal milestone is changed in Agile CRM
  • Agile CRM
    Task is created in Agile CRM
  • Agile CRM
    Event is created in Agile CRM
  • Agile CRM
    Case is created in Agile CRM
  • Sellsy
    Contact is created in Sellsy Instant
  • Sellsy
    Contact is updated in Sellsy Instant
  • Sellsy
    Opportunity is created in Sellsy Instant
  • Sellsy
    Opportunity status is changed in Sellsy Instant
  • Sellsy
    Task is updated in Sellsy Instant
  • Sellsy
    Task is deleted in Sellsy Instant
  • Sellsy
    Task is created in Sellsy Instant
  • Sellsy
    Company is created in Sellsy Instant
  • Sellsy
    Company is updated in Sellsy Instant
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2.
  • Agile CRM
    Create contact in Agile CRM
  • Agile CRM
    Update contact in Agile CRM
  • Agile CRM
    Add score to contact in Agile CRM
  • Agile CRM
    Add tag to contact in Agile CRM
  • Agile CRM
    Create deal in Agile CRM
  • Agile CRM
    Create task in Agile CRM
  • Agile CRM
    Add note in Agile CRM
  • Agile CRM
    Search contact in Agile CRM
  • Agile CRM
    Search company in Agile CRM
  • Agile CRM
    Create company in Agile CRM
  • Agile CRM
    Subscribe to campaign in Agile CRM
  • Agile CRM
    Add event in Agile CRM
  • Sellsy
    Create a company in Sellsy
  • Sellsy
    Update company in Sellsy
  • Sellsy
    Search company by name in Sellsy
  • Sellsy
    Create a contact in Sellsy
  • Sellsy
    Search contact by email in Sellsy
  • Sellsy
    Update contact in Sellsy
  • Sellsy
    Create an opportunity in Sellsy
  • Sellsy
    Create a task in Sellsy

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Ready Workflows Ready Workflows for Agile CRM + Sellsy Integration

Capture contacts, sync opportunities, update company details, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Agile CRM + Sellsy Integration

Create Sellsy deal from new Agile CRM contact

Anytime a new contact is created in your Agile CRM, a new deal will automatically be created in your Sellsy. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Agile CRM - Sellsy integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Agile CRM + Sellsy Integration

Create Sellsy task for new Agile CRM contact

In Agile CRM, when you create a contact, it automatically creates a task in Sellsy for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Agile CRM + Sellsy Integration

Create Sellsy contact for new Agile CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Agile CRM - Sellsy integration, anytime a new Agile CRM contact is created, an Sellsy contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Agile CRM + Sellsy flow

Sync customer data with marketing lists, billing platforms, support queues, and messaging tools to keep your whole team aligned. Pick a combination and activate it in one click.

Agile CRM
Sellsy
+
MailchimpMailchimp (4)
+
StripeStripe (4)
+
HubspotHubspot (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
SlackSlack (4)
A
M
S
Add every new Agile CRM contact to Mailchimp, and create a matching contact in Sellsy
New Agile CRM contacts appear in Mailchimp as subscribers and get created in Sellsy instantly, so your marketing and sales tools stay perfectly synchronised.
S
M
A
When a Sellsy contact is updated, add a subscriber in Mailchimp and update the contact in Agile CRM
Updated Sellsy contact details automatically flow into Mailchimp and Agile CRM, keeping your entire customer database aligned.
A
M
S
If an Agile CRM deal milestone is changed to won, add the subscriber to a Mailchimp campaign and create an opportunity in Sellsy
Won Agile CRM deals trigger a targeted Mailchimp campaign addition and create a new opportunity in Sellsy without manual intervention.
S
M
C
A
Use ChatGPT to summarise new Mailchimp subscriber feedback, update Agile CRM, and create a task in Sellsy
ChatGPT analyses Mailchimp subscriber feedback, updating your Agile CRM record and creating a follow-up task in Sellsy automatically.

Supported triggers and actions for Agile CRM and Sellsy

Mix and match to build the exact automation you need

Agile CRM
Agile CRM Triggers & Actions
Contact is created in Agile CRM
Triggers the automation when a new contact is created
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Tag is added to contact in Agile CRM
Triggers the automation when a tag is added
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Deal is created in Agile CRM
Triggers the automation when a deal is created
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Deal milestone is changed in Agile CRM
Triggers the automation when a deal milestone is changed
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Task is created in Agile CRM
Triggers the automation when a new task is created
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Event is created in Agile CRM
Triggers the automation when a new event is created
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Case is created in Agile CRM
Triggers the automation when a new case is created
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Create contact in Agile CRM
Adds a new contact to the database
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Update contact in Agile CRM
Updates contact information with new details
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Add score to contact in Agile CRM
Assigns a score to a contact
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Add tag to contact in Agile CRM
Assigns a tag to a contact
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Create deal in Agile CRM
Generates a new deal with
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Create task in Agile CRM
Creates a new task
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Add note in Agile CRM
Adds a note to the selected item
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Search contact in Agile CRM
Finds and retrieves contact information
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Search company in Agile CRM
Finds information about a company
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Create company in Agile CRM
Generates a new company profile with given details
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Subscribe to campaign in Agile CRM
Subscribes to a campaign
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Add event in Agile CRM
Schedule an event
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Sellsy
Sellsy Triggers & Actions
Instant
Contact is created in Sellsy
Triggers the automation when a new contact is created
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Instant
Contact is updated in Sellsy
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Sellsy
Triggers the automation when any opportunity is updated
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Instant
Opportunity status is changed in Sellsy
Triggers the automation when the status of any opportunity changes
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Instant
Task is updated in Sellsy
Triggers the automation when any task is updated
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Instant
Task is deleted in Sellsy
Triggers the automation when a task is deleted
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Instant
Task is created in Sellsy
Triggers the automation when a new task is created
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Instant
Company is created in Sellsy
Triggers the automation when a new company is created
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Instant
Company is updated in Sellsy
Triggers the automation when a company is updated
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Create a company in Sellsy
Creates a new company record
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Update company in Sellsy
Updates company information
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Search company by name in Sellsy
Searches for a company using its name
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Create a contact in Sellsy
Adds a new contact to the contact list
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Search contact by email in Sellsy
Finds and retrieves contact information using their email address
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Update contact in Sellsy
Updates contact information
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Create an opportunity in Sellsy
Creates a new sales opportunity
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Create a task in Sellsy
Creates a new task
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What can you automate with Agile CRM + Sellsy?

Streamline your sales pipeline by automating contact creation, deal updates, and task assignments across Agile CRM and Sellsy.

What you can automate?
🔄
Sync new contacts between Agile CRM and Sellsy instantly
Create a contact in Sellsy automatically whenever a new contact is registered in Agile CRM, eliminating manual data entry between platforms.
📋
Capture every submitted field and note
Map all available contact details and deal notes across Agile CRM and Sellsy so no important customer context is ever left behind.
🔔
Alert your team the moment deals change
Send instant notifications to your sales channels whenever opportunity statuses or deal milestones are updated across your CRM stack.
🔀
Route records based on submitted deal values
Execute different follow-up actions depending on the specific deal value or milestone submitted by your sales representatives.
🔄
Keep company records continuously updated
Update matching company profiles in Sellsy whenever contact information or deal parameters change in Agile CRM.
🛡️
Prevent duplicates with smart search operations
Search existing contacts and companies by email or name before creating new records, keeping your database clean and organised.
⏱️
Handle later status changes and task updates
Create or update tasks in Sellsy and Agile CRM automatically when opportunity stages progress or tasks are completed.
🔌
Extend your workflow to external applications
Connect your core Agile CRM and Sellsy flow to Slack, Mailchimp, Stripe, or Calendly to automate multi-step business processes.
And much more...

Who is Agile CRM + Sellsy integration for?

Sales managers, revenue operations teams, and account executives rely on this integration to eliminate manual data entry and maintain accurate customer records across platforms.

Revenue operations managers
Revenue operations managers
Sales development reps
Sales development reps
Account executives
Account executives
High-volume sales teams
High-volume sales teams
Project coordinators
Project coordinators
Database administrators
Database administrators
📈
Revenue operations managers
You report on pipeline metrics and conversion rates, but your Sellsy figures never match Agile CRM because records are updated by hand, so the reports you present to leadership are always outdated — automating both apps means every contact and deal syncs instantly and your numbers remain accurate.
Sales development reps
You need to follow up with inbound leads immediately, but you find out about new Agile CRM contacts hours after they register, so your response times lag behind competitor outreach — this integration means every new lead triggers immediate Sellsy actions and your team connects first.
🤝
Account executives
You answer to clients who expect real-time progress updates on their deals, but keeping Sellsy and Agile CRM aligned takes hours of manual copying every week — integrating these apps means your deal stages update automatically and client reviews run smoothly.
📊
High-volume sales teams
The volume of inbound contacts is too high for anyone to keep up by hand, leading to missed deals and unassigned accounts in Agile CRM — with this integration, every contact and deal is processed instantly without manual bottlenecks.
🔄
Project coordinators
You own the onboarding stage and depend on sales reps to hand over closed deals, but communication gaps between Agile CRM and Sellsy leave you guessing when new work starts — automating both apps means project handoffs occur the moment a deal closes.
🗂️
Database administrators
You need a reliable customer history across all channels, but disconnected toolsets create data gaps and conflicting records in your CRM — connecting these apps means every interaction is logged cleanly in both systems.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Agile CRM + Sellsy

Build and manage your Agile CRM + Sellsy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Agile CRM + Sellsy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Agile CRM to Sellsy?
Frequently Asked Questions
You can connect Agile CRM to Sellsy in 1 click using ready workflows or by asking Integrately AI to build your automation. It takes seconds to link your accounts and start syncing contacts and deals alongside apps like Mailchimp, Slack, and Hubspot.
Can I automatically sync new Agile CRM contacts to Sellsy?
Frequently Asked Questions
Can I connect Agile CRM, Sellsy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Agile CRM and Sellsy?
Frequently Asked Questions
How does Agile CRM handle contact creation and updates?
Frequently Asked Questions
How does Sellsy manage opportunity updates in automation flows?
Frequently Asked Questions
Can I automate Agile CRM and Sellsy without coding?
Frequently Asked Questions
Is the Agile CRM and Sellsy integration free?
Frequently Asked Questions
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You Can Also Connect Agile CRM or Sellsy With 1500+ Other Apps

Agile CRM
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Sellsy
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Sync Sellsy with financial, reporting, and project management applications to keep your commercial data working across your stack.
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